A financial advisor might help manage investments, broker the sale and purchase of stocks and funds, or create a comprehensive estate and tax plan. Choosing a financial advisor is an important decision, and you should treat it as carefully as you would any major decision. The choice to turn to a professional to help plan your financial trajectory shows a wise desire for preparation and foresight.
So what should be considered when deciding the right and trustworthy advisor? Important tips includes checking the license, credentials or other qualifications, the types of services they provide, the collaboration with other related professionals such as lawyers and accountants, and the types of clients that they usually work with.
Mr. Rani Jarkas, the Chairman and CEO of Cedrus Investments, is a highly experienced and accomplished financial services executive and financial advisor, with over 23 years of international financial advisory experience.
The financial services firm he founded more than 18 years ago, Cedrus Investments, is a global boutique investment firm specializing in Asset Management (over US$2 billion AUM), Financial Advisory Services and Private Wealth Management. Cedrus Investments is headquartered in Hong Kong and has offices in Beijing, Shanghai, Shenzhen, Jakarta and Grand Cayman as well as having staff stationed in New York and San Francisco. The firm’s clients include tier-one institutions, family offices, governments and corporations in Asia, Africa, Australia, Europe, North America and the Middle East.
Under the leadership of Mr. Rani Jarkas, Cedrus’ management team members, who have decades of international experience in all aspects of capital markets, prudently offer a rare combination of proven strategies, innovative global products and personal attention, providing clients with sophisticated financial solutions that enable them to meet their investment goals. Also, through its partnerships with leading legal, insurance and tax professionals, Cedrus coordinates entire professional teams to fulfil the financial planning needs of its diverse international client base.